As a financial advisor, Bryan Gormley has spent 20 years educating hard working Americans on saving for and living in retirement. As a result of the significant insight and experience he has gained over the course of two decades, one important truth stands out: "People want to know how their money is working for them and how the financial decisions they make today will help them pursue financial independence in and through retirement."
Since leaving the classroom as a teacher in 1993, Bryan has focused on helping individuals make educated financial decisions for their futures and develop strategies that seek to provide a lifetime income stream. As a knowledgeable and respected financial advisor, Bryan places his clients' needs first as he seeks to provide the information and guidance required to help each client make the most of their financial decisions.
As a 403(b), 401(a) and 401(k) specialist, he is recognized for his ability to serve people in transition from one job to the next, and those transitioning from the workplace to life in retirement.
His reputation as a trusted financial consultant is driven by the connections he has made with his clients. Nearly all of his clients have been referred to him by other clients or organizations he has served in a professional capacity. He is widely known among the local school districts in the Puget Sound area and surrounding communities as a competent educator and trusted advisor.
Bryan earned a Masters degree in Education Administration from Western Washington University and his Bachelor of Arts degree from Washington State University. He holds his FINRA Series 6, 7, 24, 63 and 65 securities registrations with LPL Financial, the nation's largest independent broker/dealer.*
Bryan and his wife, Karen, live in Black Diamond, WA with their three daughters. He enjoys time spent with his family exploring the many outdoor activities the Great Northwest offers. As an avid runner and triathlete, he has competed in Ironman Canada and Ironman Coeur d'Alene, as well as the Boston Marathon.
* As reported by Financial Planning magazine, June 1996-2017, based on total revenue.